Sit Small Cap Growth
3300 Ids Ctr, 80 South 8th St Minneapolis MN 55402-4130
Map
Phone: 800-332-5580
| Category: | Mid-Cap Growth | | Fund Family: | Sit | | Net Assets: | 58.35M | | Year-to-Date Return: | 24.38% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-94 |
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Roger J. Sit
Lead Manager since
27-Jun-08 | | | Sit is president of Sit Investment Associates and Sit/Kim International Investment Associates, joining the firm in January 1998 as senior vice president, research and investment management. Prior to joining the firm, he spent seven years at Goldman Sachs Asset Management as a vice president and senior equity research analyst. Prior to that, he was a Captain in the U.S. Air Force with financial management responsibilities at Headquarters Space Division. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to maximize long-term capital appreciation. The fund normally invests at least 80% of net assets in common stocks of companies with capitalizations up to $3 billion or up to the market capitalization of the largest company included in the Russell 2000 Index. It invests in domestic growth-oriented small companies the management believes exhibit the potential for superior growth. |
| Last Dividend
(20-Dec-94):
| 0.02 | | Last Cap Gain
(11-Dec-01):
| 0.04 | | Annual Holdings Turnover
| 26.19% | | Average for Category:
| 132.16% |
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| Expense | SSMGX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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0.99% Nasdaq 
0.21 (0.69%) 
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